Pipedrive Glossary

<div class="support-note primary">
Note: This action is only available to users with account settings access.</div>
Maintaining an effective Pipedrive database can sometimes mean cleaning out data. However, we recognize that not every user should have the ability to delete potentially valuable information from your account. To allow for you to keep your data secure, the ability to delete in Pipedrive is an option that can be enabled for certain user groups in permission sets.
As an admin user, if you would like to adjust permissions regarding the deletion of deals or activities for certain users in your Pipedrive account, you can do so by going to Settings &gt; Manage Users &gt; Permission sets, and adjusting those options to your preference. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/ezgif-1-16fa65fdfe.gif" data-image="30434"></figure>
<div style="text-align: justify" class="support-note success primary">Note: If you do not see an option to be able to delete a person or organization, you are not an admin user. If you do not see the option to delete a deal or activity, then your admin user has not enabled this permission. </div>
<hr>
<h2 style="text-align: justify">

Deleting items in Pipedrive<a name="deleting-items-in-pipedrive"></a></h2>
Depending on the situation, you may need to delete items in Pipedrive in many different ways. We've built several different means to delete items in Pipedrive, to help address any situation. 
To delete from the detail view of an item in Pipedrive:
<ul>
<li>Click on the name of the deal, person, or organization to go to that item's detail view.</li>
<li>Click on the "..." found to the upper right of the Pipedrive app.</li>
<li>Select the "Delete" option found there.</li>
<li>In the prompt that appears, confirm that you wish to delete this item.</li>
</ul>
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-04-06%20at%2012.55.43%20PM.png" data-image="30413"></figure>
To delete a deal from the pipeline view of your deals tab:
<ul>
<li>Go to your deals tab, and click on the pipeline view.</li>
<li>Click on the deal you wish to delete, and drag it to the bottom of your screen in the Pipedrive app.</li>
<li>When hovered over the trash can icon, release your mouse-click.</li>
</ul>
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202022-04-06%20at%2018-43-10.gif" data-image="30414"></figure>
To delete a selection of items from the list view:
<ul>
<li>Go to the Pipedrive tab of the item(s) you wish to delete – such as deals, activities, people, or organizations.</li>
<li>Using the checkboxes on the left side of the Pipedrive app, select the items you wish to delete.</li>
<li>Click on the trash can icon that appears above the list view.</li>
<li>In the prompt that appears, confirm that you wish to delete those items.</li>
</ul>
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-04-06%20at%2012.54.39%20PM.png" data-image="30412"></figure><div class="support-note success primary">Note: Deleting an item in Pipedrive will not delete other items linked to it (ex. if a Deal is deleted, Activities linked to that Deal will not be deleted.)</div>

How can I delete items in Pipedrive?

deleting-items-in-pipedrive

Deleting items in Pipedrive

Organizing your leads, deals, contact people, organizations, activities and emails is essential to your sales process. Pipedrive helps you to organize all of your items while allowing you to link them together for better visibility.
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/qsnmyoYU9MRe9gJG3KwZaw.jpg" data-uuid="qsnmyoYU9MRe9gJG3KwZaw" data-v="4" data-type="inline" data-image="xo1gnhsll28v"></figure>
<div class="support-note primary">
If you are just getting started with Pipedrive, you can check out our "Get started with the basics" <a href="https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics?ref=kb_article" target="_blank">Pipedrive Academy course</a>.</div>
<hr>
<h2 style="text-align: justify">
<a name="leads"></a>Leads</h2>
<h2 style="text-align: justify"><figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_2.28.12_PM__1_.png" alt="Screen_Shot_2020-07-09_at_2.28.12_PM__1_.png" width="300" height="482" data-image="dvki23tz2scu"></figure></h2>
At the beginning of your sales process, you may have potential deals sitting in your pipeline that you are not ready to start working on yet.
Pipedrive's Leads Inbox is a separate inbox to keep your prequalified leads in before they become <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deals</a>. Once you decide which leads can be qualified, you can easily convert them to deals and add them directly into your pipeline. You can read more information about our Leads Inbox in this <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">article</a>.
<ul>
<li>
You can add leads by spreadsheet import by clicking the "Add lead" button or via <a href="https://support.pipedrive.com/hc/en/articles/360001584177-LeadBooster" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001584177">LeadBooster. </a>You can read more about how to add new leads <a href="https://support.pipedrive.com/hc/en/articles/360002295337-How-can-I-add-Leads-to-my-Leads-inbox-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002295337">here</a>.
</li>
<li>When adding a lead through the Add lead dialog, all fields are optional except either the organization name or the person name.</li>
<li>The order of the leads in your Leads Inbox is determined by the activity status of each lead with leads needing the most urgent attention at the top and the lowest urgency at the bottom.</li>
<li>When you've qualified the lead and are ready to pursue it as a deal in your pipeline, you can click "Convert to deal." This will bring you to a new dialog, where you can define the pipeline, visibility and value of your new deal. </li>
</ul>
<hr>
<h2 style="text-align: justify">
<a name="deals"></a>Deals <figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_2.28.25_PM.png" alt="Screen_Shot_2020-07-09_at_2.28.25_PM.png" width="300" height="450" data-image="et82sim7hese"></figure>
</h2>
 The ongoing transaction you are pursuing with a person or organization in Pipedrive is tracked as a deal, which is processed through the stages of your <a href="https://support.pipedrive.com/hc/en/articles/360000106229" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106229">pipeline</a> until it is either won or lost.
In Pipedrive, deals contain all of the actions taken towards the closing of a sale. Deals will also pull all information from the person or organization that they are associated with, which you can find in the detail view of that deal. In this <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">article</a>, you can read more about deals in Pipedrive.
<ul>
<li>Deals can be associated with a person and/or an organization.</li>
<li>Deals track all events and movements that take place throughout your sales process.</li>
<li>Since a deal is connected to a contact, any actions you perform on the deal will also be associated with the person/organization related to it.</li>
<li>Deals can be <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159">imported from a previous CRM</a> or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">imported from a CSV or XLS file</a>.</li>
<li>The progress of the deals in your account is tracked as <a href="https://support.pipedrive.com/hc/en/articles/207435039-Company-reports" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207435039">progress</a> in your account.</li>
</ul>
<hr>
<h2 style="text-align: justify">
<a name="people-contacts"></a>People (Contacts)</h2>
<h2 style="text-align: justify"><figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_2.39.16_PM.png" alt="Screen_Shot_2020-07-09_at_2.39.16_PM.png" width="300" height="480" data-image="5r4blqzwk7v6"></figure></h2>
 <a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">People contacts</a> are the specific customers that you are selling to from Pipedrive. Any information relating to each contact such as scheduled activities or emails will be tracked in the <a href="https://support.pipedrive.com/hc/en/articles/360000106249-Detail-View" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106249">detail view</a> of that person.
<ul>
<li>People contacts can be linked to one organization.</li>
<li>They can have multiple deals open for them at the same time.</li>
<li>Your people contacts can be synced with your <a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000446718">contact provider</a>, <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159">imported from a previous CRM</a>, or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">imported from a CSV or XLS file</a>.</li>
</ul>
<hr>
<h2 style="text-align: justify">
<a name="organizations-contacts"></a>Organizations (Contacts)</h2>
<h2 style="text-align: justify"><figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-01_at_10.09.03.png" alt="Screenshot_2020-09-01_at_10.09.03.png" width="300" height="456" data-image="cnd51iaaoq5g"></figure></h2>
 <a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">Organizations</a> are usually the companies that contact people work at. All of the people related to an organization will be listed in its detail view, along with any <a href="https://support.pipedrive.com/hc/en/articles/360002748697-How-can-I-add-notes-to-a-deal-or-contact-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002748697">notes</a> or <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">activities</a> linked to any people or deals related to the organization. 
<ul>
<li>Organizations contain information like a mailing address or industry information.</li>
<li>You can link multiple people to your organizations.</li>
<li>They can have multiple deals open for an organization</li>
<li>Organizations can be synced with your <a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000446718">contact provider</a>, <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159">imported from a previous CRM</a>, or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">imported from a CSV or XLS file</a>.</li>
</ul>
<hr>
<h2 style="text-align: justify">
<a name="activities"></a>Activities</h2>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_2.28.53_PM.png" alt="Screen_Shot_2020-07-09_at_2.28.53_PM.png" width="300" height="492" data-image="trsna0tz98p0"></figure>
An activity represents any action on your part towards the closing of a sale. It can be a phone call, a lunch meeting, or any other event you schedule with a contact. You can schedule activities in relation to a person, organization, or a deal. You can read <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">this article</a> for more information on activities in Pipedrive.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-05_at_12.34.26.png" alt="Screenshot_2020-06-05_at_12.34.26.png" width="700" height="343" data-image="1jw8iufx1s7z"></figure>
<ul>
<li>Your activities can be <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000454397">synced with several calendar providers</a>.</li>
<li>Activities can be associated with both a person and an organization.</li>
<li>Associating an activity with a deal will also associate the activity with the deal's assigned person and/or organization.</li>
<li>Activities can be <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159">imported from a previous CRM</a> or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">imported from a CSV or XLS file</a>.</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-05_at_12.32.22.png" alt="Screenshot_2020-06-05_at_12.32.22.png" data-image="5apd55i0l6ao"></figure>
<hr>
<h2 style="text-align: justify">
<a name="mail"></a> Mail</h2>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-01_at_10.10.56.png" alt="Screenshot_2020-09-01_at_10.10.56.png" width="300" height="544" data-image="g13d0tf9uoak"></figure>
 The mail tab of your Pipedrive account holds all emails that you decide to keep a record of in Pipedrive. Your mail is tracked along with your people and deals through Pipedrive's <a href="https://support.pipedrive.com/hc/en/articles/360000030169-Email-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000030169">email sync</a> if you are on the advanced, professional, or enterprise plans. On our essential plan you can use Pipedrive's <a href="https://support.pipedrive.com/hc/en/articles/360000015825-Smart-Email-BCC" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000015825">Smart Bcc</a>.
<ul>
<li>If the person you have emailed exists in Pipedrive, the email will be associated with them. If the person does not exist yet in Pipedrive, the email will create a new person and link that email thread to them.</li>
<li>Replies from your contacts will be forwarded to your Pipedrive mailbox, and Pipedrive will document them in the same email thread as a reply from the customer.</li>
<li>Attachments in emails are available everywhere the email is associated and are also available in the files tab of any detail page.</li>
<li>If a deal is open for the contact who the email has been sent to, Pipedrive will associate the email thread with the person as well as the open deal.</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-05_at_12.13.50.png" alt="Screenshot_2020-06-05_at_12.13.50.png" data-image="kmw32lehv1b8"></figure>
<div class="support-note primary">
Note: If multiple deals are open for a person who has been sent an email, Pipedrive will provide a list of all open deals for that person, and allow you to choose which deal to associate to the email.</div>

How is Pipedrive data organized?

leads

Leads

deals

Deals

people-contacts

People (Contacts)

organizations-contacts

Organizations (Contacts)

activities

Activities

mail

Mail

Whether you're considering migrating from one CRM to another, or are new to the world of CRM in general, this video will show you how you can greatly improve your sales results with Pipedrive. Browse our videos below to get a good understanding of Pipedrive. Continue learning in our <a href="https://www.pipedrive.com/en/academy?ref=kb_how_to" target="_blank">Pipedrive Academy</a>! 
<hr>
<h2 style="text-align: justify">1. Customizing your pipeline<a name="customizing-your-pipeline"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/uYHUe2vgLMfFgYJUKA1QcR.jpg" data-uuid="uYHUe2vgLMfFgYJUKA1QcR" data-v="4" data-type="inline" data-image="ml3hi4y8i08j"></figure>
<ul>
<li>the all-important pipeline view in Pipedrive</li>
<li>customizing your pipeline with stages, rotting times, probability</li>
<li>providing lost reasons for your deals that can no longer progress in your pipeline</li>
<li>transferring deals from one pipeline to a different pipeline</li>
<li>using your filters in the pipeline view</li>
</ul>
<hr>
<h2 style="text-align: justify">2. Custom fields and filters<a name="custom-fields-and-filters"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/TvK6MxhBiQsy48kFJ5Njnh.jpg" data-uuid="TvK6MxhBiQsy48kFJ5Njnh" data-v="4" data-type="inline" data-image="b43ij0io4rcr"></figure>
<ul>
<li>creating custom fields in your Pipedrive account</li>
<li>sorting and filtering by your created custom fields</li>
<li>exporting your filter results out of Pipedrive into .xls or .csv files</li>
</ul>
<hr>
<h2 style="text-align: justify">3. Invite users<a name="invite-users"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/tQhMux1M6ZKfAt7WBKXiZS.jpg" data-uuid="tQhMux1M6ZKfAt7WBKXiZS" data-v="4" data-type="inline" data-image="q9r56a03u1k2"></figure>
<ul>
<li>inviting your work colleagues to use Pipedrive in your company account</li>
<li>assigning deals and activities to your fellow Pipedrive users</li>
<li>tracking statistics for Pipedrive users' progress</li>
</ul>
<h2 style="text-align: justify">4. Permissions<a name="permissions"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/uEsY3PsPE2iZ9N1BdsQB8K.jpg" data-uuid="uEsY3PsPE2iZ9N1BdsQB8K" data-v="4" data-type="inline" data-image="x7tw4526gz2n"></figure>
<ul>
<li>setting users into permission sets in Pipedrive</li>
<li>restricting or enabling permissions for specific permission sets</li>
<li>the different permission set options within the different Pipedrive plans</li>
</ul>
<hr>
<h2 style="text-align: justify">5. Visibility groups<a name="visibility-groups"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/7PvwobKtmAiG674eQMBQXY.jpg" data-uuid="7PvwobKtmAiG674eQMBQXY" data-v="4" data-type="inline" data-image="u5k2d709cyn4"></figure>
<ul>
<li>assigning your Pipedrive users into visibility groups to set what can be seen</li>
<li>adjusting the visibility settings for different groups, based on deals, people, organizations and products</li>
<li>the different visibility options within the different Pipedrive plans</li>
</ul>
<hr>
<h2 style="text-align: justify">6. Sales Inbox<a name="sales-inbox"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/A7sNpGN83ZeNpj6u3W7WB8.jpg" data-uuid="A7sNpGN83ZeNpj6u3W7WB8" data-v="4" data-type="inline" data-image="50v4ti7abahc"></figure>
<ul>
<li>the email sync feature of Pipedrive</li>
<li>searching and filtering within Pipedrive's email inbox</li>
<li>setting visibility for each email brought into your Pipedrive account</li>
<li>linking tracking, open tracking and email templates with dynamic Pipedrive fields</li>
<li>using Workflow Automation to send templated emails at specific points in your sales process</li>
</ul>
<hr>
<h2 style="text-align: justify">7. Data import and migration<a name="data-import-and-migration"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/y5HxrbuSNjtq5doAEL5r5U.jpg" data-uuid="y5HxrbuSNjtq5doAEL5r5U" data-v="4" data-type="inline" data-image="o3b05ihrdudd"></figure>
<ul>
<li>import your spreadsheet of existing data into Pipedrive</li>
<li>creating custom fields during the import process</li>
<li>mapping your spreadsheet columns to match them to Pipedrive fields</li>
<li>skip files and what they mean when importing</li>
<li>importing from your previous CRM software using our partner, Import2</li>
</ul>
<hr>
<h2 style="text-align: justify">8. Contact sync<a name="contact-sync"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/DTqkY5wN1CuoSn115JYp19.jpg" data-uuid="DTqkY5wN1CuoSn115JYp19" data-v="4" data-type="inline" data-image="x3xtp5k6nyta"></figure>
<ul>
<li>sync your Pipedrive account with any major contact provider, like Google Contacts, Outlook and iCloud</li>
<li>adjust the sync to be one- or two-way with your provider</li>
<li>choose which groups in your provider are synced into Pipedrive</li>
</ul>
<hr>
<h2 style="text-align: justify">9. Calendar sync<a name="calendar-sync"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/F9svW48iE9DoGFSDKDGy2f.jpg" data-uuid="F9svW48iE9DoGFSDKDGy2f" data-v="4" data-type="inline" data-image="z497fcoc8jj0"></figure>
<ul>
<li>sync your Pipedrive account with any major calendar provider, like Google Calendar and Outlook</li>
<li>adjust the sync to be one- or two-way with your calendar provider</li>
<li>choose which kinds of Pipedrive activities are synced back to your provider</li>
</ul>
<hr>
<h2 style="text-align: justify">10. Mobile app<a name="mobile-app"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/7zbNVwkHmjjYk7HuMdBAEH.jpg" data-uuid="7zbNVwkHmjjYk7HuMdBAEH" data-v="4" data-type="inline" data-image="lt9jxlfpr3nv"></figure>
<ul>
<li>the Pipedrive mobile app's “Focus View” allows you to concentrate on immediate efforts</li>
<li>accessing your Pipedrive email and activities on the go allows you to never fall behind</li>
</ul>

How-to videos: a pretty good overview of Pipedrive

customizing-your-pipeline

Customizing your pipeline

custom-fields-and-filters

Custom fields and filters

invite-users

Invite users

permissions

Permissions

visibility-groups

Visibility groups

sales-inbox

Sales Inbox

data-import-and-migration

Data import and migration

contact-sync

Contact sync

calendar-sync

Calendar sync

mobile-app

Mobile app

The search bar in Pipedrive will allow you to quickly find and access any <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" title="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" data-renderer-mark="true" target="_blank">deals</a>, <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" title="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" data-renderer-mark="true" target="_blank">leads</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" title="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" data-renderer-mark="true" target="_blank">contacts</a>, <a href="https://support.pipedrive.com/en/article/activities" title="https://support.pipedrive.com/en/article/activities" data-renderer-mark="true">activities</a>, <a href="https://support.pipedrive.com/hc/en/articles/206759569-Products" title="https://support.pipedrive.com/hc/en/articles/206759569-Products" data-renderer-mark="true" target="_blank">products</a> and <a href="https://support.pipedrive.com/hc/en/articles/360000834405-How-can-I-upload-a-file-to-a-deal-or-a-contact-" title="https://support.pipedrive.com/hc/en/articles/360000834405-How-can-I-upload-a-file-to-a-deal-or-a-contact-" data-renderer-mark="true" target="_blank">attachments</a> in your Pipedrive account.
<hr>
<h2 style="text-align: justify">
<a name="searching-directly-by-item"></a>Searching directly by item</h2>
Begin typing in the search bar to see a dropdown of all of the items relevant to your search entry. You can filter by item type to narrow your search results. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202022-01-05%20at%2017-37-52.gif" data-image="27709"></figure>
You can search for your Pipedrive data by the following data fields:
<ul>
<li>Deals Titles, notes, custom fields </li>
<li>People Name, phone number, email address, notes and custom fields </li>
<li>
Organizations Name, address, notes and custom fields </li><li>Activities Name, notes, description</li>
<li>
Products Name, code and custom fields </li>
<li>
Files and attachments Name</li>
<li>
Leads Title, email address, phone number, person name, organization name </li>
</ul>
<div class="support-note success primary">Note: Regular users can only search for their own activities, while admin users can search for all users' activities.</div>
<hr>
<h2 style="text-align: justify">
<a name="searching-by-linked-items"></a>Searching by linked items </h2>
The search will also bring up any items linked to the items you search for. For example, if your search matches an organization, we will also show you any deals and persons linked to that organization. If your search matches a person, we will also show you any deals linked to that item. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-22%20at%2012.24.21.png" data-image="27707"></figure>
<hr>
<h2 style="text-align: justify"> <a name="searching-by-custom-fields"></a>Searching by custom fields </h2>
You can also search by values under text, large text, numerical, monetary, autocomplete, phone and address type <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">custom fields</a>. When searching for the custom field value, the relevant item will appear in the search results. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-01-05%20at%2017.33.19.png" data-image="27708"></figure>
<hr>
<h2 style="text-align: justify">Searching by notes<a name="searching-by-notes"></a></h2>
You can also search keywords from your notes that you have written under deals, contacts, leads and activities. When searching for notes, the relevant item will appear in the search results.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-22%20at%2012.28.36.png" data-image="27710"></figure>
<hr>
<h2 style="text-align: justify">Finding more information<a name="finding-more-information"></a></h2>
Most search results have secondary links under them. If you hover your mouse over the result, you will see another window displayed with more information. By clicking on an item (deal, person, or organization) you will go to the detail view of that specific item.
For example: If there is an activity that is connected to a deal, person, and organization, you can see more information about the linked deal by hovering your mouse over the item. By clicking on the deal, you can go directly to the deal detail view.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202022-01-07%20at%2015-29-09.gif" data-image="27740"></figure>
<hr>
<h2 style="text-align: justify">Recent items in search<a name="recent-items-in-search"></a></h2>
Before you type in the search box, you can see your recently searched keywords and your recently viewed items. Recent keywords are the keywords that you typed in the search bar. Recently viewed items are items that you’ve just created, viewed, or edited. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-01-06%20at%2013.19.28.png" data-image="27711"></figure>

Search: finding what you need

searching-directly-by-item

Searching directly by item

searching-by-linked-items

Searching by linked items

searching-by-custom-fields

Searching by custom fields

searching-by-notes

Searching by notes

finding-more-information

Finding more information

recent-items-in-search

Recent items in search

In Pipedrive, your subscription is calculated by the number of seats you have in your account. An active (or invited) user will always take up one seat once they have been added to Pipedrive, but it is possible to have empty seats if users have been deactivated or not added yet. 
We separate users and seats in Pipedrive to make it easier to deactivate and replace users without creating any immediate changes in your subscription. 
<ul>
<li>
Seat – The number of possible active users in your account. You will be billed by the number of seats you have. Extra seats can be removed by going to your <a href="/settings/subscription">Billing tab</a>. </li>
<li>
User – The users you have added to your Pipedrive account. You can have fewer active users than seats, but you will still be charged by the number of seats in your account. You can manage your users by going to Company &gt; <a href="/settings/users">Manage users</a>. </li>
</ul>
 We recommend filling in any free seats with users or removing unused seats you are not planning to fill so you don't end up paying for more than you use. 
 What happens to my billing when I deactivate a user?
When you <a href="https://support.pipedrive.com/hc/en/articles/115005422805-How-can-I-deactivate-a-user-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005422805">deactivate</a> a user in your company account, you will be given the option to keep or remove the seat.
If you keep the seat, you can easily replace the deactivated user with a new user without any updates to your billing. If you choose to remove the seat, the changes will take effect in your subscription at the beginning of the next billing cycle. 
Learn more about what happens to a user when it is deactivated in <a href="https://support.pipedrive.com/article/what-happens-when-a-user-gets-deactivated" target="_blank">this article</a>.

What is the difference between a user and a seat?

When a Pipedrive account is created, both a user account and a company account are created.
That company account is your company, which you can invite your work colleagues to join you in as users to access the same database. An organization in Pipedrive is someone else's company. Specifically, it is any other company that you are looking to work with, sell to, or otherwise inquire with about your sales process.

Organization vs. company account

Pipedrive offers numerous syncs to seamlessly connect your emails, contacts, calendars and Google Drive to your Pipedrive account. This makes it easier for you to set up your account according to your daily workflow and removes the need to manually add data to Pipedrive. 
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/dbE4qFhNPfwJ2sMSkpLTMq.jpg" data-uuid="dbE4qFhNPfwJ2sMSkpLTMq" data-v="4" data-type="inline" data-image="7qovr3xy5uwg"></figure>
<hr>
<h2 style="text-align: justify">Email sync<a name="email-sync"></a></h2>
<div class="support-note primary">
Note: The email sync feature is one of the many useful features of Pipedrive’s Advanced, Professional and Enterprise plans. To learn how to switch plans, click <a href="https://support.pipedrive.com/hc/en/articles/115005977469" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005977469">here</a>. </div>
 The email sync feature allows you to sync your email to your Pipedrive inbox so that you can email your clients from within Pipedrive and view emails in your contact or deal detail views. The email sync will intuitively calculate which contacts and deals your emails should be linked to. Read this <a href="https://support.pipedrive.com/hc/en/articles/360000030169-Email-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000030169">article</a> for more information on the email sync and how to set it up.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-15_at_12.15.46.png" alt="Screenshot_2020-06-15_at_12.15.46.png" width="701" height="345" data-image="w3gypbvs9v4y"></figure>
 The Email Sync feature is compatible with major providers, including:
<ul>
<li>Gmail and Google Apps</li>
<li>Yahoo! Mail</li>
<li><a href="https://support.pipedrive.com/hc/en/articles/360001598698-How-can-I-connect-my-Email-Sync-with-Microsoft-Exchange-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001598698">Microsoft Exchange (ActiveSync)</a></li>
<li>Outlook.com (aka Hotmail)</li>
<li>iCloud (aka MobileMe or DotMac)</li>
</ul>
 Depending on your preferences, you can choose to sync all emails to Pipedrive or only certain labels. The email sync also has <a href="https://support.pipedrive.com/hc/en/articles/115004479825-Email-Templates" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115004479825">templates</a>, <a href="https://support.pipedrive.com/hc/en/articles/115005541949-Email-Tracking" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005541949">email tracking</a> and <a href="https://support.pipedrive.com/hc/en/articles/115005672305-Email-Signature" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005672305">email signature</a> functionality.
<div class="support-note primary">
Note: Unfortunately there is no way to connect your POP3 server with the Pipedrive email sync. The email sync feature of Pipedrive only supports IMAP or Exchange credentials for establishing the sync.
</div>
<hr>
<h2 style="text-align: justify">Calendar sync<a name="calendar-sync"></a></h2>
Planning your time is essential in your work and personal life. Pipedrive's calendar sync allows you to sync your own calendar to Pipedrive and track your tasks and activities from inside your Pipedrive account. Read this <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000454397">article</a> for more information on the calendar sync, and how to set it up.
<div class="support-note primary">
Note: Each user's calendar sync will only sync activities owned by that user in Pipedrive. 
</div>
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-15_at_12.17.02.png" alt="Screenshot_2020-06-15_at_12.17.02.png" width="699" height="616" data-image="27cfhyruruhq"></figure>
 With the Pipedrive calendar sync, you have the option to set up either a one-way or two-way sync depending on your preferences. If you are experiencing issues with our calendar sync, please read our <a href="https://support.pipedrive.com/hc/en/articles/360001625538-Troubleshooting-the-Calendar-Sync-feature-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001625538">troubleshooting guide. </a> 
<hr>
<h2 style="text-align: justify">
<a name="contact-sync"></a>Contact sync</h2>
Having all of your contact details up to date and easily accessible is essential in sales. Pipedrive's contact sync allows you to add all of your contact people straight to Pipedrive from your provider automatically, cutting out any manual work. Read this <a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000446718">article</a> for more information on the contact sync and how to set it up.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-15_at_12.18.37.png" alt="Screenshot_2020-06-15_at_12.18.37.png" width="699" height="413" data-image="ulc2cs5m3r6q"></figure>
Pipedrive's contact sync is currently compatible with:
<ul>
<li>Google</li>
<li>Outlook.com</li>
<li>Microsoft Exchange</li>
<li>Microsoft Office 365</li>
<li>iCloud (only one-way sync due to iCloud limitations) </li>
</ul>
 You have the option to set up either a one-way or two-way sync depending on your preferences. If you are experiencing issues with your contact sync after filtering for your own contacts, you can read through our contact sync <a href="https://support.pipedrive.com/hc/en/articles/360001593897-Troubleshooting-the-Contact-Sync-feature-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001593897">troubleshooting guide</a>.
<hr>
<h2 style="text-align: justify">
<a name="google-drive"></a>Google Drive</h2>
Syncing with Google Drive is an excellent option for anyone who uses Google Drive for storing files.
The integration allows you to work efficiently, editing documents without downloading the file, as well as always having the files linked to your items up to date. Read this <a href="https://support.pipedrive.com/hc/en/articles/207290995-Syncing-with-Google-Drive" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207290995">article</a> for more information on the Google Drive integration and how to set it up. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-01-27_at_13.19.20.png" alt="Screenshot_2020-01-27_at_13.19.20.png" width="699" height="538" data-image="w2bjoc04wglf"></figure>
 If you are experiencing issues please disconnect and reconnect the sync. If this does not help, please reach out to our <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">support team</a>.
<div class="support-note primary">
Note: To sync with Google Drive, you should have your Google account already synced with your Pipedrive account. If not, follow the instructions <a href="https://support.pipedrive.com/hc/en/articles/206637979" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206637979">here</a>.</div>

Syncing with your email, calendar, or contacts provider

email-sync

Email sync

google-drive

Google Drive

As a busy salesperson, you may need to be quickly moving around in the Pipedrive app to find the information that is most relevant to you at that moment.
To aid you in your quick maneuvering, Pipedrive has different keyboard shortcuts for navigating around and adding new items. 
<hr>
<h2 style="text-align: justify">Adding an item<a name="adding-an-item"></a></h2>
To add a new item, you can click on the "+" sign at the top of the page, or else click your full stop button on your keyboard (.).
<figure><img src="https://kb-cms.pipedriveassets.com/additem.png" data-image="12597"></figure>
 Pressing the keys associated in the Quick menu section will immediately open the "add new ____" dialog for the intended item, which is useful for a large number of tasks, such as quickly adding a note to a contact that calls you unexpectedly.
<figure><img src="https://kb-cms.pipedriveassets.com/quickactions.png" data-image="12594"></figure>
<hr>
<h2 style="text-align: justify">Navigating Pipedrive<a name="navigating-pipedrive"></a></h2>
Pressing the number keys associated with each tab in the primary navigation will bring you right to that specific portion of Pipedrive. Hover over the tab in the navigation sidebar to see what number you should press to be taken straight to that page.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-09-01_at_16-36-28.gif" alt="Screen_Capture_on_2020-09-01_at_16-36-28.gif" data-image="43b6lmdarko1"></figure>

Quick actions in Pipedrive

adding-an-item

Adding an item

navigating-pipedrive

Navigating Pipedrive

When a Pipedrive account is created, both a user account and a company account are created.
The user account is a specific user – e.g., Dwight Schrute – who accesses Pipedrive using their login credentials.
The company account – e.g., Dunder Mifflin Paper Company Inc. – is the database of information that the users access within Pipedrive, and can contain many different users.

Pipedrive user vs. company account

Getting Started

If there were items in your spreadsheet that were not imported correctly, Pipedrive will put together a skip file, which includes the row where the complication occurred and the reason why. You can download the skip file at any time to review the information on your import. 
This article goes through errors when importing and skip files only. You can find more general information on how to import data to Pipedrive <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">in this article</a>.
<hr>
<h2 style="text-align: justify">
<a name="viewing-your-skip-file"></a>Viewing your skip file</h2>
To access your skip file, go to "..." (more) on your left side navigation &gt; <a href="/settings/import">Import data,</a> click the "Details" option next to one of your completed imports, and click the "Download skip file" button. You will see a breakdown of the imported and skipped items under the details.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-07_at_16.27.57-1.png" alt="Screenshot_2020-10-07_at_16.27.57-1.png" data-image="bak5ux2a088k"></figure>
 When you open your skip file, you will find the reason why the item in your spreadsheet was skipped under the Skip reason column. In the additional rows, you will see the data you attempted to import into Pipedrive in their original format. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-07_at_16.26.09.png" alt="Screenshot_2020-10-07_at_16.26.09.png" width="1106" height="98" data-image="e4uaou5vhk2i"></figure>
<hr>
<h2 style="text-align: justify">
<a name="reasons-your-file-skipped"></a>Reasons your file skipped</h2>
The most common reasons are provided below, so that you may know how to adjust your spreadsheet in order to successfully import all of your data into Pipedrive on your next attempt.
<ul>
<li>
Deal title must be given There are cases when the deal title could not be autogenerated. The person or organization is not mapped and the deal title is missing. 
</li>
<li>
Name must be given When adding a person, you must always add a name column to your spreadsheet. 
</li>
<li>
Organization name must be given An organization name field must always be added when importing an organization. 
</li>
<li>
Deal not found This happens when you map the Pipedrive System ID, but this ID does not exist for a deal in Pipedrive. 
</li>
<li>
Person not found This happens when you map the Pipedrive System ID, but this ID does not exist for a person in Pipedrive. 
</li>
<li>
Organization not found This happens when you map the Pipedrive System ID, but this ID does not exist for an organization in Pipedrive. 
</li>
<li>
Please provide valid currency Currencies are often used when importing the value of a deal and must be denoted without using their special character symbol. For example, USD and EUR would be correct but $ and € would not be. 
</li>
<li>
Unauthorized access The URL for the Import Data page was provided to a user who is not authorized to import data into the account. Since only Admin Users or regular users with permission are authorized to import data within Pipedrive, the import is rejected. 
</li>
<li>
ID must be an integer When importing an ID field in Pipedrive, the content of that mapped field can only be an integer. If any text is in that field, for example, 'EX1234', then that import will fail.</li>
</ul>
<hr>
<h2 style="text-align: justify">
<a name="other-importing-errors"></a>Other importing errors</h2>
Mapping errors
When mapping your import, Pipedrive will show errors if you are leaving out required fields, and you will not be able to proceed with the import. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-08_at_11.34.04.png" alt="Screenshot_2020-10-08_at_11.34.04.png" width="1023" height="317" data-image="bfyrdznsbofv"></figure>
If you see errors like this, you will need to include the required fields in your spreadsheet. We also provide articles on <a href="https://support.pipedrive.com/hc/en/articles/360013406278" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013406278">mapping your import</a>, <a href="https://support.pipedrive.com/hc/en/articles/360013870858" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013870858">mandatory fields</a> and <a href="https://support.pipedrive.com/hc/en/articles/360013450177" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013450177">advanced mapping</a> to assist you.
 Bad request Sometimes there may be some internal error within the import function in Pipedrive. In this case, we recommend you double-check your spreadsheet and mapping, and retry the import. If this issue persists, we suggest <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">reaching out to our support team</a> for assistance.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-09_at_15.34.35.png" alt="Screenshot_2020-10-09_at_15.34.35.png" width="1068" height="174" data-image="rnh4h1gpb6lm"></figure>

Importing: errors and skip files

viewing-your-skip-file

Viewing your skip file

reasons-your-file-skipped

Reasons your file skipped

other-importing-errors

Other importing errors

When working with deals, you may want to add <a href="https://support.pipedrive.com/hc/en/articles/360000321517-Followers" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000321517">followers</a> or <a href="https://support.pipedrive.com/hc/en/articles/115001109689-What-are-participants-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115001109689">participants</a> in bulk to save you the time it takes to add them manually. Both participants and followers can be added to your account by importing spreadsheets.
<hr>
<h2 style="text-align: justify">
<a name="importing-followers"></a>Importing followers</h2>
You can add <a href="https://support.pipedrive.com/hc/en/articles/360000321517-Followers" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000321517">followers</a> to your contact people, organizations, deals and products in bulk by importing spreadsheets, allowing you to save time rather than adding them manually. First, you will need to filter for item title or name, and their Pipedrive System IDs, so that duplicates won't be formed when importing. Learn more about how to use the Pipedrive System ID feature <a href="https://support.pipedrive.com/en/article/updating-pipedrive-data-with-a-spreadsheet">in this article</a>. 
<div class="support-note success primary">Note: If you are adding new items to Pipedrive rather than updating existing ones, you will not need to use the Pipedrive System ID. You can just add followers to your spreadsheet and follow the directions below to import. </div>
In this example, deal title, deal ID, person name and person ID are being added to the list view. This will allow for followers to be added to these people and deals in bulk. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-08-10%20at%204.16.45%20PM.png" data-image="23656" alt="deal and person system IDs"></figure>
You can then export the list to a spreadsheet. When updating your spreadsheet, add a column for your followers. If you would like to add more than one you can add them to the same cell separated with commas “,". Here is an example of how your spreadsheet would look.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-08-10%20at%204.20.36%20PM.png" data-image="23657" alt="import followers spreadsheet"></figure>
When importing your spreadsheet, you can <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets#C5" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">map your columns</a> to the “Followers" option of your Pipedrive data fields. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-08-10%20at%204.26.08%20PM.png" data-image="23658" alt="followers mapping"></figure>
Click on the pencil icon in order to map your followers, making sure that you select the correct user in your account that should be added as a follower of the item.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-08-10%20at%204.27.14%20PM.png" data-image="23659" alt="followers mapping"></figure>
After running your import, the followers should be visible in the item's detail view.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-08-10%20at%204.29.04%20PM.png" data-image="23660" alt="followers detail page"></figure>
<div class="support-note primary">
Note: You can import followers but not export them.</div>
<hr>
<h2 style="text-align: justify">
<a name="importing-participants"></a>Importing participants</h2>
Importing <a href="https://support.pipedrive.com/hc/en/articles/115001109689-What-are-participants-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115001109689">participants</a> can only be done by updating existing deals in your account. To import participants, you will first have to export a file with the deal Pipedrive system ID for any deals you wish to update and add the participant information before reimporting the spreadsheet. You can read <a href="https://support.pipedrive.com/hc/en/articles/208061095-How-can-I-update-my-Pipedrive-data-with-a-spreadsheet-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208061095">this article</a> for more information on how to use the Pipedrive system ID to update items.
When creating your spreadsheet, you will need to add individual rows for each of the participants you wish to add. 
<div class="support-note success primary">Note: If the participant already exists in Pipedrive as a person contact, you will need to also export the person ID to your spreadsheet so duplicates won't be formed when importing.</div>
Here is an example of how the spreadsheet would look.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-15_at_16.30.20.png" alt="Screenshot_2020-07-15_at_16.30.20.png" data-image="r3lklukw0onl"></figure>
When mapping the import, make sure to map the Pipedrive System ID field for your deal. The participant columns in your spreadsheet will be mapped to the contact name fields in Pipedrive. 
<div class="support-note success primary">Note: If the contacts already exist in Pipedrive, the person System ID will also need to be mapped. </div>
<figure><img src="https://kb-cms.pipedriveassets.com/Deal_ID.png" alt="Deal_ID.png" data-image="9ccagey5bq2f"></figure>
<div class="support-note success primary">Note: Importing participants in bulk from a spreadsheet will override the deal's existing contact person with one of the imported participants. To keep the original contact person, you will need to manually update the contact person or import an additional spreadsheet with deal ID, person name, and person ID to bulk update your deals to contain the correct contacts. </div>
In the detail view after you have run the import, your participants will appear in the deal detail view. Although Harry Potter was not in the spreadsheet, as he was the deal's original contact person, he will still be a deal participant after the import is complete.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-15_at_16.34.08.png" alt="Screenshot_2020-07-15_at_16.34.08.png" data-image="0yyne5n4lmyz"></figure>
<div class="support-note primary">
Note: Participants can only be added in bulk when updating a deal. They can not be added if you are importing new deals.</div>

Importing followers and participants

importing-followers

Importing followers

importing-participants

Importing participants

When importing in Pipedrive, some fields can be trickier to map to your spreadsheet depending on how the fields are set up. Multiple option, address and phone type fields all require an extra step in order for them to be mapped correctly. 
To understand our basic mapping functionality, <a href="https://support.pipedrive.com/hc/en/articles/360013406278" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013406278">read this article</a>, or for more general information on importing data to Pipedrive, please <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">read this article</a>.
<hr>
<h2 style="text-align: justify">
<a name="mapping-multiple-option-fields"></a>Mapping multiple option fields</h2>
<div class="support-note primary">
Note: To map a multiple option field, you will first need to make sure the multiple option type custom field is already created in your Pipedrive account. You can learn more about custom fields in <a href="https://support.pipedrive.com/hc/en/articles/207228075" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">this article</a>.</div>
 In order to import a multiple option field, there is an extra step for you to map. When you have mapped the field itself ("Group Number" in the example below), click on it to expand and see the individual mapping of each field option from your spreadsheet.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-09-16_at_16-08-31__1_.gif" alt="Screen_Capture_on_2020-09-16_at_16-08-31__1_.gif" width="1063" height="785" data-image="d6eczxumtaca"></figure>
Check to see if the options from your spreadsheet have been mapped correctly to the custom field options in Pipedrive. If they weren't mapped correctly, click and drag the correct options to their corresponding options from the spreadsheet.
<hr>
<h2 style="text-align: justify">
<a name="mapping-addresses"></a>Mapping addresses</h2>
There are two possible ways to include addresses in your spreadsheet when importing an organization's address field or an address type custom field. 
Address fields in separate columns
When creating your spreadsheet, you can add your address with the different address fields separated into different columns. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-24_at_11.33.13.png" alt="Screenshot_2020-09-24_at_11.33.13.png" width="977" height="208" data-image="iwelfy2xu5mz"></figure>
 Then, when mapping your fields, you can select the individual address fields from Pipedrive and match them with the fields in your spreadsheet.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-09-24_at_11-38-23.gif" alt="Screen_Capture_on_2020-09-24_at_11-38-23.gif" width="936" height="785" data-image="uukzb13gi7pb"></figure>
 Address in one field
Alternatively, you can add your address to one field, separating your items with a comma.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-24_at_11.53.01.png" alt="Screenshot_2020-09-24_at_11.53.01.png" width="400" height="174" data-image="cifs4zwh0g8n"></figure>
In this case, you can map the general Address field to your spreadsheet column.
<figure><img src="https://kb-cms.pipedriveassets.com/Address_sp.png" alt="Address_sp.png" width="500" height="158" data-image="v9mlkvcqqiqe"></figure>

Pipedrive will attempt to geolocate your addresses using <a href="https://developers.google.com/maps/documentation/geolocation/overview" target="_blank">Google's Geolocation API</a>. Please be aware that not all addresses will definitely be geolocated. You can learn more about how Google addresses should be formatted <a href="https://support.google.com/business/answer/3038177?hl=en" target="_blank">here</a>. When addresses are geolocated in Pipedrive, they will appear in our <a href="https://support.pipedrive.com/hc/en/articles/360003981917--Show-on-Map-feature-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360003981917">Show on Map</a> feature.
<hr>
<h2 style="text-align: justify">
<a name="mapping-phone-numbers"></a> Mapping phone numbers</h2>
When importing your contact's phone number, you have the option to select the phone label you want to map to Pipedrive. If you have multiple phone numbers for a contact, you can map the phone field multiple times.
For example, if you would like to import contacts with a personal mobile phone number as well as a work phone, you can do so by adding the numbers in separate columns.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-01_at_10.36.36.png" alt="Screenshot_2020-10-01_at_10.36.36.png" data-image="txxb2258yjwl"></figure>

When mapping, you can click and drag the phone field multiple times. Once it has been mapped, click on the pencil icon to assign a label to that phone number type. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-10-01_at_10-43-53.gif" alt="Screen_Capture_on_2020-10-01_at_10-43-53.gif" data-image="7glcyamzafrl"></figure>

You can choose to label your phone numbers as Work, Home, Mobile, or Other.

Importing: advanced mapping

mapping-multiple-option-fields

Mapping multiple option fields

mapping-addresses

Mapping addresses

mapping-phone-numbers

Mapping phone numbers

When importing data to Pipedrive from a spreadsheet, it's important to include the fields that are mandatory for each item to be imported successfully. This article takes you through which fields are mandatory for importing. If you would like more general information on how to import data to Pipedrive, you can <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">read this article</a>.
<div class="support-note primary">
Note: If you don't import your data with the mandatory fields, no items will be created and a skip file will be generated.</div>
<hr>
<h2 style="text-align: justify">
<a name="leads"></a>Leads</h2>
Every lead in Pipedrive needs to have either a contact person or organization linked to it. To import a lead, you will need the lead title and one of the following in your spreadsheet: 
<ul>
<li>Person name</li>
<li>Organization name</li>
</ul>
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-09-30_at_5.17.34_PM.png" alt="Screen_Shot_2020-09-30_at_5.17.34_PM.png" width="401" height="206" data-image="o8pwctgc1u38"></figure>
<div class="support-note primary">
Note: If your contact names are in one column (as shown above), use the person name field when mapping your import. If the names are separated by first and last name into separate columns, map the first name and last name fields in Pipedrive. </div>
 When mapping your import, you will have to map your spreadsheet columns to the Pipedrive data fields. Once the import is complete, your leads will be automatically linked to your contacts.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-05_at_2.05.23_PM.png" alt="Screen_Shot_2020-10-05_at_2.05.23_PM.png" width="924" height="545" data-image="b5iy2ietq0y3"></figure>
 What other fields can I include with my leads import?
You can also import a note or owner along with your leads. 
<hr>
<h2 style="text-align: justify">
<a name="deals"></a>Deals</h2>
Similar to leads, every deal in Pipedrive needs to have either a contact person or organization linked to it. To Import a deal, you will need one of the following in your spreadsheet:
<ul>
<li>Any deal field</li>
<li>Person name</li>
<li>Organization name </li>
</ul>
We recommend including the deal title field, but it is not mandatory. If you do not include a deal title, the deal will automatically take the name of the contact that it is imported with. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_7.01.56_PM.png" alt="Screen_Shot_2020-10-06_at_7.01.56_PM.png" width="400" height="144" data-image="9w5gtsd5ey0x"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_7.08.45_PM.png" alt="Screen_Shot_2020-10-06_at_7.08.45_PM.png" data-image="2ivugz0cbb60"></figure>
What other fields can I include with my deals import?
You can also include the following deal fields:
<ul>
<li>owner</li>
<li>stage</li>
<li>value</li>
<li>expected close date</li>
<li>any custom fields</li>
</ul>
 If you are importing a historic deal or a deal that has already been closed, you can use the following fields:
<ul>
<li>won time</li>
<li>lost time</li>
<li>
status. </li>
</ul>
<div class="support-note primary">Note: To import a deal, you don't necessarily need to have a deal title in your spreadsheet. If you want to create deals for each person or organization, you just need to create an empty column in your spreadsheet for the deal titles. Make sure this empty column is mapped to the Deal-Title field.</div>
<div class="support-sections">When imported, the deal's titles will automatically take the name of the organization. If there is no organization, it will take the name of the contact person. </div>
<hr>
<h2 style="text-align: justify">
<a name="contacts-people-and-organizations"></a>Contacts: people and organizations </h2>
When importing people or organizations, only the name is mandatory for successful contact creation. However, it is recommended to add more fields to better identify your contact and avoid duplications from being created. Learn more about how Pipedrive detects duplicates during importing in <a href="https://support.pipedrive.com/hc/en/articles/208048865" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208048865">this article</a>. 
For people, add the following to prevent duplicates from being created:
<ul>
<li>email address</li>
<li>phone number </li>
</ul>
 For organizations, include the following to prevent duplicates from being created:
<ul>
<li>address</li>
</ul>
 Organizations and people can be created separately, but we recommend importing them together to automatically link them. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-05_at_2.53.27_PM.png" alt="Screen_Shot_2020-10-05_at_2.53.27_PM.png" data-image="e1gb945hjz52"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_6.30.30_PM.png" alt="Screen_Shot_2020-10-06_at_6.30.30_PM.png" data-image="hlnrh8s6pk30"></figure>
<div class="support-note primary">
Note: Red in the above images represents a mandatory field. </div>
<hr>
<h2 style="text-align: justify">
<a name="products"></a>Products </h2>
To import a product, you will just need the product name in your spreadsheet. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-08_at_11.29.57_PM.png" alt="Screen_Shot_2020-10-08_at_11.29.57_PM.png" width="400" height="225" data-image="kixr02y28rqn"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-08_at_11.33.31_PM.png" alt="Screen_Shot_2020-10-08_at_11.33.31_PM.png" width="1132" height="508" data-image="efryb46g2lr2"></figure>
 What other fields can I include with my product import?
You can also include other product fields such as price, currency, description and any custom fields. 
<div class="support-note primary">
Note: Unfortunately, currently it is not possible to link products to deals through an import. You can only link a product to a deal when your data has already been imported into Pipedrive. </div>
<hr>
<h2 style="text-align: justify">
<a name="notes"></a>Notes</h2>
Notes can be added under deals, people, organizations, activities and leads, and cannot exist by themselves. When importing a note, you have to also include information of one of the following (and their mandatory fields):
<ul>
<li>organization</li>
<li>person</li>
<li>deal</li>
<li>lead</li>
</ul>
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_8.33.42_PM.png" alt="Screen_Shot_2020-10-06_at_8.33.42_PM.png" width="501" height="204" data-image="2psier0j47v6"></figure>
 
What are other note fields I can include?
You can add the following fields for notes:
<ul>
<li>note creation date</li>
<li>note update date</li>
</ul>
<hr>
<h2 style="text-align: justify">
<a name="activity"></a>Activity</h2>
For the time being, activities don't have any mandatory fields. However, it is recommended to include information such as the subject, due date, type and assigned to user, as well as any linked deals, leads, or contacts. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_8.47.10_PM.png" alt="Screen_Shot_2020-10-06_at_8.47.10_PM.png" width="399" height="113" data-image="n2chd9bztsgx"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_8.49.16_PM.png" alt="Screen_Shot_2020-10-06_at_8.49.16_PM.png" data-image="r04rujzlwovb"></figure>
 If your activity has already been completed, you can include the following historical fields: 
<ul>
<li>done time</li>
<li>
marked as done time 
</li>
</ul>

Importing: mandatory fields

contacts-people-and-organizations

Contacts: people and organizations

products

Products

notes

Notes

activity

Activity

<div class="support-note primary">
Note: Importing data into Pipedrive is only available for admin users or regular users with the correct permission enabled. </div>
 You can easily import your data to Pipedrive from XLS, XLSX and CSV spreadsheet files, allowing you to add <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">leads</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deals</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">organizations</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">people</a>, <a href="https://support.pipedrive.com/hc/en/articles/206759569-Products" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206759569">products</a>, <a href="https://support.pipedrive.com/hc/en/articles/360002748697-How-can-I-add-notes-to-a-deal-or-contact-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002748697">notes</a>, and <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">activities</a> all at the same time. Before getting started, we suggest looking at our article here on <a href="https://support.pipedrive.com/hc/en/articles/206770039" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206770039">how your data is organized</a> in Pipedrive. It's important to understand how the data you're importing will fit into the Pipedrive data structure. 
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/y5HxrbuSNjtq5doAEL5r5U.jpg" data-uuid="y5HxrbuSNjtq5doAEL5r5U" data-v="4" data-type="inline" data-image="jhxzhl8gtu4s"></figure>
Not sure how to format your spreadsheet or want to get some practice with sample data? Download our sample spreadsheet <a href="https://support.pipedrive.com/hc/en/articles/360000582289-Does-Pipedrive-offer-sample-import-spreadsheets-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000582289">here</a>.
If you are just getting started with Pipedrive, you can check out our “Get started with the basics” <a href="https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics?ref=kb_article" target="_blank">Pipedrive Academy course</a>.
<hr>
<h2 style="text-align: justify">
<a name="getting-yourself-ready-for-an-import"></a>Getting yourself ready for an import</h2>
Before you import, you need to think about what kind of data you wish to add to Pipedrive and format your spreadsheet accordingly. 
<ul>
<li>Are you simply trying to import a list of contacts (people and organizations)?</li>
<li>Do you want to import contacts, and create open deals for each of those contacts?</li>
<li>Do you want to import contacts, open deals for them, and create activities for all of those deals as well?</li>
<li>Do you want to import contacts, open deals for them, create activities and attach notes?</li>
<li>Or maybe you want to open a bunch of new deals for contacts that already exist in Pipedrive?</li>
</ul>
 Some spreadsheet formatting tips: 
<ul>
<li>
Remove formulas– We recommend using a fresh spreadsheet without any formulas in the import process. If you have a spreadsheet that uses formulas or data-linking to generate the contents of a cell, we suggest copying the data in your spreadsheet and pasting it into a fresh sheet without the formulas.</li>
<li>
One tab per spreadsheet– Make sure your spreadsheet only has one tab containing data when importing. If your spreadsheet has more than one tab, you will need to copy and paste them to individual files and import them one file at a time. </li>
<li>
No special symbols– Make sure your spreadsheet doesn't have any symbols for numeric or monetary fields. For example, if you are importing a column for deal value, make sure that the cell just includes the number "1000" and not the symbol "$1000". </li>
<li>
Spreadsheet size limit– While there is no maximum limit on the number of columns in the spreadsheet, the maximum file size is limited to 50MB, with a maximum limit of 50,000 rows within the spreadsheet. </li>
</ul>
<h2 style="text-align: justify"> </h2>
<hr>
<h2 style="text-align: justify">
<a name="mandatory-fields"></a>Mandatory fields</h2>
When importing data to Pipedrive from a spreadsheet, it's important to include the fields that are mandatory for each item to be imported successfully. Each mandatory field will have to be on a separate column in your spreadsheet and be mapped individually to the field that exists in Pipedrive. 
<div class="support-note primary">
Note: If you don't import your data with the mandatory fields, no items will be created and a <a href="https://support.pipedrive.com/hc/en/articles/360014067837" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360014067837">skip file</a> will be generated. </div>
<grammarly-extension data-grammarly-shadow-root="true" class="cGcvT"></grammarly-extension><grammarly-extension data-grammarly-shadow-root="true" class="cGcvT"></grammarly-extension><grammarly-extension data-grammarly-shadow-root="true" class="cGcvT"></grammarly-extension><grammarly-extension data-grammarly-shadow-root="true" class="cGcvT"></grammarly-extension><table>
<tbody>
<tr>
<td><div style="text-align: justify">To import...</div></td>
<td><div style="text-align: justify">You need these mandatory fields...</div></td>
</tr>
<tr>
<td><div style="text-align: justify">Leads</div></td>
<td><ul>
<li>Lead title</li>
<li>Person name OR organization name</li>
</ul></td>
</tr>
<tr>
<td><div style="text-align: justify">Deals</div></td>
<td spellcheck="false"><ul>
<li>Any deal field</li>
<li>Person name OR organization name</li>
<li>(deal title recommended)</li>
</ul></td>
</tr>
<tr>
<td><div style="text-align: justify">People</div></td>
<td><ul>
<li>Person name </li>
</ul>
<div class="support-note primary">
Note: email and phone recommended for avoiding duplicates </div></td>
</tr>
<tr>
<td><div style="text-align: justify">Organization</div></td>
<td><ul>
<li>Organization name</li>
</ul>
<div class="support-note primary">
Note: address recommended for avoiding duplicates </div></td>
</tr>
<tr>
<td><div style="text-align: justify">Products</div></td>
<td><ul>
<li>Product name</li>
</ul></td>
</tr>
<tr>
<td><div style="text-align: justify">Notes</div></td>
<td><ul>
<li>Content </li>
<li>Deal, contact, OR lead information</li>
</ul></td>
</tr>
<tr>
<td><div style="text-align: justify">Activities</div></td>
<td spellcheck="false"><ul>
<li>Any activity field</li>
</ul></td>
</tr>
</tbody>
</table>
 You can read more on mandatory fields for importing in <a href="https://support.pipedrive.com/hc/en/articles/360013870858" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013870858">this article</a>. 
<hr>
<h2 style="text-align: justify">
<a name="custom-fields"></a>Custom fields </h2>
If you have additional data about your leads, deals and contacts, you can also easily add them to your data in Pipedrive through the import. If the field does not exist in Pipedrive by default, we recommend adding the field as a custom field before importing any data, so that your data has somewhere to be mapped to. 
For example, a contact person's "job title" is not a default field in Pipedrive. In order to successfully include this information in your import, you will first have to create it as a custom field (we recommend text type or single option), before mapping this column to the newly created field. 
You will also be able to create custom fields while mapping your fields during importing. You can learn more about custom fields in <a href="https://support.pipedrive.com/hc/en/articles/207228075" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">this article</a>. 
<h2 style="text-align: justify"> </h2>
<hr>
<h2 style="text-align: justify">
<a name="initiating-your-import"></a>Initiating your import</h2>
Once you understand how Pipedrive data works and formatted your spreadsheet properly, you can start your import. Step 1: Upload your file
Go to "..." (More)&gt; Import data &gt; <a href="/settings/import#/from-file/upload">From a spreadsheet.</a> Click "Upload file" and select the file that you intend to import. Pipedrive supports Excel (.xls and .xlsx) and .csv files. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-07_at_4.19.09_PM.png" alt="Screen_Shot_2021-01-07_at_4.19.09_PM.png" width="918" height="354" data-image="dklgb43lm0un"></figure>
Step 2: Mapping
In order to import your data to Pipedrive correctly, you will need to map each column in your spreadsheet with the relevant icon and field in the mapping step. You can hover over the icon to see what type of data it refers to in Pipedrive. 
The auto-recognition feature will automatically match the column header to the fields in Pipedrive, but if any of the fields were not recognized, you will need to drag the Pipedrive fields (right) to their appropriate spreadsheet columns (left). You can search for the Pipedrive field name to find them more easily. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2021-01-07_at_16-30-52.gif" alt="Screen_Capture_on_2021-01-07_at_16-30-52.gif" width="926" height="487" data-image="eokhwskdp424"></figure>
 If you have data in your spreadsheet that does not exist as a default field in Pipedrive, you can click on the "+Add custom fields" button found next to your Pipedrive data fields to add <a href="https://support.pipedrive.com/hc/en/articles/207228075" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">custom fields</a> directly. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-07_at_4.32.26_PM.png" alt="Screen_Shot_2021-01-07_at_4.32.26_PM.png" width="501" height="419" data-image="azsuwpuxcibk"></figure>
 
<div class="support-sections">Mapping can be tricky, so we have created additional guides to help you in this step. You can learn more about mapping in <a href="https://support.pipedrive.com/hc/en/articles/360013406278" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013406278">this article</a> and advanced mapping in <a href="https://support.pipedrive.com/hc/en/articles/360013450177" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013450177">this article</a>. </div>
 Once you are finished mapping, click on "Next".
 Step 3: Preview and finish
In the next window, you can choose what to do if duplicates are found in your spreadsheet. If Pipedrive detects a duplicate record in your spreadsheet or in your Pipedrive data, it will consolidate this into one entry. You can learn more about how Pipedrive detects duplicates during importing in <a href="https://support.pipedrive.com/hc/en/articles/208048865" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208048865">this article</a>. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-07_at_4.35.11_PM.png" alt="Screen_Shot_2021-01-07_at_4.35.11_PM.png" width="849" height="313" data-image="igqmsr91eiu6"></figure>
You can also review the mapping once you've done this step. This page shows you how your data will appear after the import is complete. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2018-02-21_at_4.11.31_PM.png" alt="Screen_Shot_2018-02-21_at_4.11.31_PM.png" width="882" height="496" data-image="uz3cmdrhrcmr"></figure>
 Once you've previewed your import, go ahead and select "Start import".
<hr>
<h2 style="text-align: justify">
<a name="after-your-import"></a>After your import </h2>
After your import, you will see a confirmation page with an overview of the data that was imported into your Pipedrive account. 
<figure><img src="https://kb-cms.pipedriveassets.com/after_import.png" alt="after_import.png" data-image="bjl4xmrfbokl"></figure>
 What is a "skip file"?
If there were items in your spreadsheet that were not imported correctly, Pipedrive will put together a skip file, which includes the row where the complication occurred and the reason why.
For example, if you were to import a list of people, and didn't include a mandatory field (e.g., person name), this row of information will be skipped. Pipedrive will then take that row and organize it in a Skip File.
You can download the Skip File at any time to review these errors. You can even make the changes that you need directly in this spreadsheet and then import the Skip File into Pipedrive to complete your import. This makes it very easy to ensure all of your data makes it into the system. 
<figure><img src="https://kb-cms.pipedriveassets.com/Skip_file_image__1_.png" alt="Skip_file_image__1_.png" data-image="zvafn0v5rs5e"></figure>
Your skip file will look like this: 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-07_at_16.26.09.png" alt="Screenshot_2020-10-07_at_16.26.09.png" width="1106" height="98" data-image="co8bjp82ycuw"></figure>
You can learn more about why your data was skipped in <a href="https://support.pipedrive.com/hc/en/articles/360014067837" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360014067837">this article</a>. 
<hr>
<h2 style="text-align: justify">
<a name="how-do-i-revert-an-import"></a>How do I revert an import?</h2>
<div class="support-note primary">
Note: Only admin users are able to revert an import.</div>
 Once your spreadsheet has been imported, it can be reverted within 48 hours of its initial import with the revert button provided in your import history.
If that revert button is not available, <a href="https://support.pipedrive.com/hc/en/articles/115005875565" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">let our support team know</a> and they would be happy to assist you. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2018-02-21_at_4.18.00_PM.png" alt="Screen_Shot_2018-02-21_at_4.18.00_PM.png" width="808" height="241" data-image="gh34rrb1i9ix"></figure>

Importing data into Pipedrive with spreadsheets

getting-yourself-ready-for-an-import

Getting yourself ready for an import

mandatory-fields

Mandatory fields

custom-fields

Custom fields

initiating-your-import

Initiating your import

after-your-import

After your import

how-do-i-revert-an-import

How do I revert an import?

<div class="support-note primary">
Note: This action is only available to admin users.</div>
 Pipedrive supports multiple date formats and configurations. When importing your own dates into any date-specific field, there are a few things to take into consideration:
<ul>
<li>How are you entering your data? 4/04/2016 or 2016/04/04 for example.</li>
<li>How is the column in your spreadsheet formatted? Date, General, or Text for example.</li>
</ul>
The image below shows you an import that was done using several different formatting techniques and how they showed up in Pipedrive.
Study the image to see how your dates will turn out: 
<figure><img src="https://kb-cms.pipedriveassets.com/Dates.png" data-image="20810"></figure>
 
<hr>
<h2 style="text-align: justify">Mapping in Pipedrive<a name="mapping-in-pipedrive"></a></h2>
Once you import your spreadsheet, if Pipedrive can identify the format of your dates without any confusion, no action is needed. If Pipedrive can't identify the format of your dates, it will prompt you to specify your spreadsheet's formatting.
<figure><img src="https://kb-cms.pipedriveassets.com/Date-time%20tooltip.png" data-image="20811"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Date-time%20modal.png" data-image="20812"></figure>
<hr>
<h2 style="text-align: justify">How to format your columns in excel<a name="how-to-format-your-columns-in-excel"></a></h2>
Spreadsheets can have their cells formatted for special types of data. Often, you may receive a spreadsheet that's already formatted, or you may have to format your own data. Here's how to edit the format of your columns in Excel: 
Right-click the head of your column &gt; Format Cells &gt; Choose your desired format.
<figure><img src="https://kb-cms.pipedriveassets.com/Formatting.gif" data-image="20813"></figure>

How can I format dates to import into Pipedrive?

mapping-in-pipedrive

Mapping in Pipedrive

how-to-format-your-columns-in-excel

How to format your columns in excel

<div class="support-note primary">
Note: This action is only available to admin users or to regular users with the import items permission enabled. </div>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/y5HxrbuSNjtq5doAEL5r5U.jpg" data-uuid="y5HxrbuSNjtq5doAEL5r5U" data-v="4" data-type="inline" data-image="tzp398tkb1ym"></figure>
 The video above demonstrates what you need to define where you deal gets imported into Pipedrive. This can all be controlled simply by designating a column in your spreadsheet that will be associated with the stage option during your import. This also determines which pipeline the deal goes into if you have multiple pipelines. 
<figure><img src="https://kb-cms.pipedriveassets.com/Stages.png" data-image="20805"></figure>
 You don't need to worry about the names of your stages matching or specifying the name of the Pipeline you're importing into. Instead, once you select stage during your import, Pipedrive will present you with a list of all of your stages across all of your pipelines. You can then drag and drop the names in your spreadsheet to the appropriate stages in Pipedrive. 
<figure><img src="https://kb-cms.pipedriveassets.com/Import%20into%20another%20pipeline.gif" data-image="20806"></figure>
 It's as simple as that.

Importing deals into a specific stage or Pipeline

If you need assistance in getting started with your Pipedrive <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">data import</a>, you may wish to begin with a template document to see how best to begin. The spreadsheet attached to this article, Pipedrive sample data, provides excellent visual cues and important reference information to get you started using Pipedrive.
The columns in the sample spreadsheet are color-coded, and provide descriptions of the different fields, making the column headers easy to recognize in the mapping section of Pipedrive's importing function. 
You can populate your own data into this spreadsheet, or use it to gain insight regarding where to map the different Pipedrive fields in your own spreadsheet's columns. 
<ul><li><a href="https://kb-cms.pipedriveassets.com/pipedrive_sample_data.xlsx">Download Pipedrive sample data.xlsx file</a></li><li><a href="https://kb-cms.pipedriveassets.com/pipedrive_sample_data%20-%20Sheet1.csv">Download Pipedrive sample data.csv file</a></li><li><a href="https://kb-cms.pipedriveassets.com/Download%20Pipedrive%20sample%20data.xlsx%20file%20(with%20Products)%20.xlsx" target="_blank">Download Pipedrive sample data.xlsx file (with Products)</a> </li><li><a href="https://kb-cms.pipedriveassets.com/Download%20Pipedrive%20sample%20data.csv%20file%20(with%20Products)%20.csv" target="_blank">Download Pipedrive sample data.csv file (with Products) </a></li></ul>

Importing: sample import spreadsheets

In order for you to <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">import your data</a> to Pipedrive correctly, you will need to map your spreadsheet columns to fields in Pipedrive. This way you can make sure that your contact people, organizations, deals, activities, notes, products, or leads are all imported correctly with their relevant data.
<hr>
<h2 style="text-align: justify">
<a name="item-icons"></a>Item icons</h2>
In order to import your data to Pipedrive correctly, you will need to map each field with the relevant icons for your items to import. Each item type is represented by an item icon when importing.
For example, all of your people-related fields have to be mapped to fields under the "Person" item icon in order for them to show up properly linked to your people contacts.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-16_at_11.36.29.png" alt="Screenshot_2020-09-16_at_11.36.29.png" width="498" height="53" data-image="bo19n2s2ukww"></figure>
<ul>
<li>
Person type fields <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-18_at_10.41.18.png" alt="Screenshot_2020-09-18_at_10.41.18.png" width="400" height="253" data-image="4r27dcrr7y5y"> 
</li>
<li>
Organization type fields <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-18_at_10.42.36.png" alt="Screenshot_2020-09-18_at_10.42.36.png" width="400" height="253" data-image="uzuqrk2cqtux"> 
</li>
<li>
Deal type fields <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-18_at_10.43.52.png" alt="Screenshot_2020-09-18_at_10.43.52.png" width="402" height="254" data-image="045wutjq4fv3"> 
</li>
<li>
Activity type fields <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-18_at_10.48.35.png" alt="Screenshot_2020-09-18_at_10.48.35.png" width="400" height="253" data-image="zg73axz4ld52"> 
</li>
<li>
Note type fields <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-18_at_10.49.26.png" alt="Screenshot_2020-09-18_at_10.49.26.png" width="400" height="271" data-image="x8vw6n476g3w"> 
</li>
<li>
Product type fields <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-18_at_10.50.18.png" alt="Screenshot_2020-09-18_at_10.50.18.png" width="399" height="256" data-image="nsa9km8p099l"> 
</li>
<li>
Lead type fields <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-18_at_10.51.03.png" alt="Screenshot_2020-09-18_at_10.51.03.png" width="400" height="272" data-image="neia0e83c2ky">
</li>
</ul>
 Click on the icons to select the correct type of fields when mapping.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-09-16_at_14-30-19.gif" alt="Screen_Capture_on_2020-09-16_at_14-30-19.gif" width="501" height="352" data-image="scgboly47dqp"></figure>
<hr>
<h2 style="text-align: justify">
<a name="mapping-your-fields"></a>Mapping your fields</h2>
<div class="support-note primary">
Note: Not all of your fields will be mapped automatically, so you will need to map some fields manually. It is always recommended to double-check your mapping before moving to the next step to prevent any incorrect mapping. </div>
 Once you have your spreadsheet set up and imported, you can then begin mapping your fields. Below you can see a sample from a spreadsheet.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-16_at_14.58.31.png" alt="Screenshot_2020-09-16_at_14.58.31.png" width="1058" height="204" data-image="sb7p7bnd0t6c"></figure>
 When mapping, select the icon of the field type you wish to map. Then click and drag that field to the left-hand side of the page, and match it to your spreadsheet columns. You will see the data from the first row of your import, so you can check that spreadsheet is read correctly by Pipedrive.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2021-01-07_at_16-30-52.gif" alt="Screen_Capture_on_2021-01-07_at_16-30-52.gif" width="1117" height="587" data-image="8squnhi29kxo"></figure>
You can find more information on advanced mapping, such as mapping multiple option fields <a href="https://support.pipedrive.com/hc/en/articles/360013450177" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013450177">in this article.</a>

Importing: mapping your fields

item-icons

Item icons

mapping-your-fields

Mapping your fields

The best way to change a <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">custom field</a> type is to recreate the field in the type that you want and use the “<a href="https://support.pipedrive.com/hc/en/articles/208061095-How-can-I-update-my-Pipedrive-data-with-a-spreadsheet-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208061095">Pipedrive System ID" feature</a> to transfer the existing data into the new field. 
<ul>
<li>
Create a new custom field with the correct custom field type.
</li>
<li>Copy and paste the old custom field information into the new custom field through <a href="https://support.pipedrive.com/hc/en/articles/115000797525-How-can-I-export-data-from-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000797525">exporting</a> and <a href="https://support.pipedrive.com/hc/en/articles/208039595-How-can-I-import-data-into-Pipedrive-with-spreadsheets-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">importing</a>. This step will allow you to “update” the newly created custom field with the data from the old custom field. </li>
<li>
Delete the old custom field once all of the correct information has been moved to the new custom field. </li></ul>
<hr>
<h2 style="text-align: justify">Getting started <a name="getting-started"></a></h2>
Before any exporting, make sure the new custom field with the correct type has been created in your account, so the old custom field information has somewhere to move to.
 To create a custom field, go to Settings &gt; <a href="https://thisisthecompanydomain.pipedrive.com/settings/table_column/edit/deals" target="_blank">Custom fields</a> and select the category of custom field you wish to add to Pipedrive. 
Note: While you are in the Custom fields settings page, it may be a good idea to edit the name of the existing custom field to include the word “old” to avoid any confusion during the updating process. 
<hr>
<h2 style="text-align: justify">Exporting your data <a name="exporting-your-data"></a></h2>
To get started with your export, you can go to the deals, people, or organization list view the custom field is under. You will need to include the following columns in your list view: 
<ul>
<li>name/title</li>
<li>old custom field</li>
<li>new custom field </li>
<li>item ID (deal, person or organization)</li>
</ul>
Note: In the screenshots below, the values under the “Example text custom field” under deals will be moved over to the newly created “Example single option custom field” under deals. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-25_at_4.06.38_PM.png" alt="Screen_Shot_2019-06-25_at_4.06.38_PM.png" width="601" height="200" data-image="5ti0gue4zbpo"></figure>
Once you have these four columns applied in your list view, you can then <a href="https://support.pipedrive.com/hc/en/articles/115000797525-How-can-I-export-data-from-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000797525">export the list</a> to a spreadsheet.
In the exported spreadsheet, you will then have to copy and paste all of the values under the old custom field into the cells under the new custom field. This will allow the new custom field to be “updated” with the information from the old custom field when you re-import your spreadsheet. 
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-25_at_4.32.43_PM.png" alt="Screen_Shot_2019-06-25_at_4.32.43_PM.png" width="601" height="249" data-image="f7wog85b5bx4"></figure>
<hr>
<h2 style="text-align: justify">Importing your updated data <a name="importing-your-updated-data"></a></h2>
Once you save the updated spreadsheet, you can then import the spreadsheet back into Pipedrive by going to Tools and apps &gt; <a href="https://thisisthecompanydomain.pipedrive.com/settings/import#/history" target="_blank">Import data</a> and hitting the "From a spreadsheet" button. You can learn more about importing <a href="https://support.pipedrive.com/hc/en/articles/208039595-How-can-I-import-data-into-Pipedrive-with-spreadsheets-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">here</a>.
When you get to the mapping step of your import, it’s important to make sure all of the columns in your spreadsheet are mapped to the correct field in your Pipedrive account. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-25_at_5.05.24_PM.png" alt="Screen_Shot_2019-06-25_at_5.05.24_PM.png" width="600" height="277" data-image="u9ja1m8cbbi1"></figure>
Once everything is mapped, you can hit the "Next" button to proceed with your import. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-25_at_5.12.22_PM.png" alt="Screen_Shot_2019-06-25_at_5.12.22_PM.png" width="599" height="351" data-image="hlygzx43hhfk"></figure>
Once you confirm the information has successfully been transferred over from the old custom field to the new custom field, you can delete the old one.

Changing the field type of a custom field

getting-started

Getting started

exporting-your-data

Exporting your data

importing-your-updated-data

Importing your updated data

<div dir="ltr" class="support-note success primary">Note: This action is only available to admin users and regular users with the correct permissions enabled. </div>
<div dir="ltr" class="support-note success primary"> </div>
Having a large database of deals, people, or any other item can be natural when managing your sales. However, it can be expected that some information becomes outdated over time. Updating each one of them manually is doable, but if there is a lot of information that needs to be updated, it may require important time and effort that you could be using to close deals.
You could use the <a href="https://support.pipedrive.com/hc/en/articles/206529689-Bulk-editing-filtering-The-List-View-" target="_blank">bulk editing and filtering features</a> from the list view to edit data in large chunks, but what if you already have all the data you need in a spreadsheet, and you need to get it into Pipedrive without creating duplicates? For that reason, Pipedrive allows you to update your database in bulk by importing a spreadsheet with the Pipedrive System ID feature.
<hr>
<h2 style="text-align: justify"><a name="pipedrive-system-id-feature"></a>Pipedrive System ID feature</h2>
Within Pipedrive, every item – deal, person, organization, activity, product, note – is assigned a unique ID upon creation. You can find this ID in the URL of the detail view of each item, or you can add it as a column in the list view.
<figure><img src="https://kb-cms.pipedriveassets.com/item_id.png" data-image="23437"></figure>
<div dir="ltr" class="support-note success primary">Note: If you are attempting to merge duplicates in your account, you may be interested in the Merge Duplicates feature within Pipedrive. Learn more about merging duplicates in <a href="https://support.pipedrive.com/hc/en/articles/360000809337" target="_blank">this article</a>. </div>
<hr>
<h2 style="text-align: justify"><a name="exporting-your-data"></a>Exporting your data</h2>
Which IDs and fields should I use?
To update your items (deals, people, organizations, products, etc.), it's necessary to include the Pipedrive System ID and any other fields you'd like to update.
For example, let’s say that you want to change the values, stage and ownership of existing deals. You need to export a list with the ID column plus the value, stage, and owner columns.
<figure><img src="https://kb-cms.pipedriveassets.com/columns_example_id.png" data-image="23438"></figure>
Note that you can export other columns for reference, like the title. However, any changes that you make in those columns will be overwritten when you import. 
How do I get the Pipedrive System IDs in the list view?
To make the ID column visible in the list view, click the gear icon to open the "Choose columns" section, search and select the desired ID field and click "Save."
<figure><img src="https://kb-cms.pipedriveassets.com/columns_list_view.png" data-image="23439"></figure>
<div dir="ltr" class="support-note success primary">Note: You can get deal, people and organization IDs inside the list view of the deals tab. However, if you have contacts with no associated deals, they will not show up in the list view of the deals tab. You will then have to use the list view of the contacts tab to get those IDs.</div>
 
You can <a href="https://support.pipedrive.com/hc/en/articles/206529689-Bulk-editing-filtering-The-List-View-" target="_blank">create a filter to narrow down the list</a> to only items you want to update. When the list view is configured to display your Pipedrive System ID fields, export the list here:
<figure><img src="https://kb-cms.pipedriveassets.com/Export_id_list.png" data-image="23440"></figure>
<hr>
<h2 style="text-align: justify"><a name="importing-your-data"></a>Importing your data</h2>
Once exported, make all necessary changes to the data within the spreadsheet. Here is one example of what your spreadsheet would look like when you export it before the changes:
<figure><img src="https://kb-cms.pipedriveassets.com/spreadsheet_before_update.png" data-image="23441"></figure>
And here is an example of the same spreadsheet with changes made to it. Keep in mind that the ID fields don’t need to be changed. You only need to change the information that needs to be updated in Pipedrive.
<figure><img src="https://kb-cms.pipedriveassets.com/spreadsheet_after_update.png" data-image="23442"></figure>
Then, <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank">import the spreadsheet</a> to Pipedrive and map the corresponding ID fields to their columns. 
<figure><img src="https://kb-cms.pipedriveassets.com/import_id_mapping.png" data-image="23443"></figure>
When all the fields are mapped, click on “Next” and finish the import. The Pipedrive System ID will automatically update your database with your new information, as Pipedrive will know which elements you are updating based on the Pipedrive System ID.
<div dir="ltr" class="support-note success primary">Note: If you receive an error when attempting to import a spreadsheet, the issue may stem from your spreadsheet: the maximum file size is limited to 50MB, with a maximum limit of 50,000 rows. You can learn more about importing errors in <a href="https://support.pipedrive.com/en/article/importing-errors-and-skip-files">this article</a>.</div>

Updating Pipedrive data with a spreadsheet

pipedrive-system-id-feature

Pipedrive System ID feature

importing-your-data

Importing your data

<div class="support-note primary">
Note: This action is only available to admin users. </div>
 When moving to Pipedrive from another CRM solution, you will want to be able to carry over all of your previous information seamlessly. Pipedrive has a third-party partner, <a href="https://www.import2.com/my-import" target="_blank">Import2</a>, that will handle all of the heavy liftings for you.
Depending on the volume of data you are looking to bring over into Pipedrive, the amount of time until the migration is complete may vary. We suggest allowing 24 hours and <a href="http://help.import2.com/en/" target="_blank">contacting Import2</a> if you run into any issues.
<div class="support-note primary">
Note: If you want to import data into Pipedrive from a spreadsheet rather than from another CRM, you can learn how to do so in <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">this article</a>.</div>
 
<figure><iframe src="//www.youtube-nocookie.com/embed/eb23KFhFpzs" frameborder="0" allowfullscreen=""></iframe></figure>
<div class="support-note primary">
If you are just getting started with Pipedrive, you can check out our “Get started with the basics” <a href="https://www.pipedrive.com/en/academy/courses/migrating-your-data-from-spreadsheets-and-other-crms?ref=kb_article" target="_blank">Pipedrive Academy course</a>.</div>
<hr>
<h2>
<a name="using-the-import2-migration-tool"></a>Using the Import2 migration tool
</h2>
Before you start your import with Import2, it's important to make sure <a href="https://support.pipedrive.com/hc/en/articles/207319685-How-can-I-add-a-user-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207319685">users </a>and <a href="https://support.pipedrive.com/hc/en/articles/207345085-How-can-I-have-multiple-pipelines-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207345085">pipelines </a>are already set up in your Pipedrive account. If the import is initiated before users are invited and pipelines are created, all of your data may end up being owned by one user or in the same pipeline.
To get started, go to More (...) &gt; Import data &gt; <a href="https://support.pipedrive.com/en/article/importing-data-from-a-previous-crm-using-import2" target="_blank">From another software.</a>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-22%20at%2016.16.12.png" data-image="27397"></figure>
 From there, you can follow these steps: 
<ul>
<li>Find the name of your previous software and click the “Import” button.</li>
<li>You will be redirected to an Import2 page, which will ask for the login credentials of your previous software.</li>
<li>Provide the login credentials for your previous software and click “Test connection” to verify them for Import2.</li>
<li>Click “Start Import” to begin the import process. This will initiate the full import of your data from your old CRM into your new Pipedrive account.</li>
</ul>
 An Import2 status page will appear, displaying the details and progress of your import. Once your import is completed, Import2 will send you an email notification to review. 
<hr>
<h2>
<a name="supported-cr-ms"></a>Supported CRMs</h2>
You can currently migrate from any of the following software using Import2.
<ul>
<li>Act!</li>
<li>ActiveCampaign</li>
<li>
AgileCRM
</li>
<li>Batchbook</li>
<li>Capsule CRM</li>
<li>Close</li>
<li>Copper</li>
<li>Highrise</li>
<li>HubSpot</li>
<li>Insightly</li>
<li>Keap</li>
<li>Maximizer</li>
<li>Microsoft Dynamics CRM</li>
<li>NetSuite CRM</li>
<li>Nimble</li>
<li>Nutshell</li>
<li>Onepage</li>
<li>Pipedrive (to import data from one Pipedrive company account into another company account)</li>
<li>PipelineDeals</li>
<li>Pipeliner</li>
<li>Redtail CRM</li>
<li>Salesforce</li>
<li>
SalesLogix
</li>
<li>Solve</li>
<li>Sugar CRM</li>
<li>
Suite CRM
</li>
<li>Wealthbox</li>
<li>Zendesk Sell</li>
<li>
Zoho CRM 
</li>
</ul>
<hr>
<h2>
<a name="import2-information-and-resources"></a>Import2 information and resources
</h2>
When importing data from another CRM via Import2, it's important to note the following:
<ul>
<li>Import2 offers a free migration of up to 100,000 records and paid migrations for larger databases. A <a href="https://www.import2.com/glossary">record</a> in Import2 refers to a single item in your database or row in a CSV file.</li>
<li>The Import2 import function is available for both trialing and paying Pipedrive accounts.</li>
<li>Users may request up to five custom field mappings for free from Import2. You may request these additional mappings after you have initiated your import using the steps above.</li>
<li>Import2 supports multiple import sessions per Pipedrive account.</li>
</ul>
 If you have specific questions about your import, you can contact Import2 directly via live chat on their <a href="https://pipedrive-data-migration.import2.com/" target="_blank">website</a>.
Resources: 
<ul>
<li>
Import2 has created a <a href="https://www.youtube.com/watch?v=eb23KFhFpzs&amp;t=1s" target="_blank">video tutorial</a> on how to import data from other CRMs to Pipedrive.</li>
<li>
Import2 offers <a href="https://support.pipedrive.commailto:help@import2.com" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="2">email</a> and<a href="https://appm.import2.com/my-import" target="_blank"> live chat</a> support for any questions that arise during the import process.
</li>
<li>You can monitor the status of your import <a href="http://www.import2.com/my_import" target="_blank">here</a>.</li>
</ul>

Importing data from a previous CRM using Import2

using-the-import2-migration-tool

Using the Import2 migration tool

supported-cr-ms

Supported CRMs

import2-information-and-resources

Import2 information and resources

<h2 style="text-align: justify">Transferring your data with Import2 
<a name="transferring-your-data-with-import2"></a></h2>
<div class="support-note primary">
Note: This action is only available to admin users.</div>
The easiest way to move data from one Pipedrive account to another is to use our third-party migration partner <a href="https://support.pipedrive.com/hc/en/articles/206515159-How-can-I-import-from-my-previous-CRM-using-Import2-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159">Import2</a>. <a href="https://support.pipedrive.com/hc/en/articles/206515159-How-can-I-import-from-my-previous-CRM-using-Import2-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159"> </a>Since Import2 is a third-party partner, we recommend reaching out to their <a href="http://help.import2.com/" target="_blank">support team</a> if you have any questions about this transfer process. 
<hr>
<h2 style="text-align: justify">Importing and exporting your data <a name="importing-and-exporting-your-data"></a></h2>
<div class="support-note primary">
Note: This action is only available to admin users or regular users with the correct permission enabled.</div>
The other way of moving your data to a different company account in Pipedrive would be to <a href="https://support.pipedrive.com/hc/en/articles/115000797525-How-can-I-export-data-from-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000797525">export</a> the relevant data from your Pipedrive account to a spreadsheet and <a href="https://support.pipedrive.com/hc/en/articles/208039595-How-can-I-import-data-into-Pipedrive-with-spreadsheets-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">import</a> it into the other company account.
When exporting your data, it’s important to keep the mandatory fields that Pipedrive will need when mapping during importing in mind, in order to successfully create the new items in your other Pipedrive account. To see what fields are mandatory for importing data into your Pipedrive account, click <a href="https://support.pipedrive.com/hc/en/articles/208039595-How-can-I-import-data-into-Pipedrive-with-spreadsheets-#C11" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">here.</a> <a href="https://support.pipedrive.com/hc/en/articles/208039595-How-can-I-import-data-into-Pipedrive-with-spreadsheets-#C11" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595"> </a>Once you have your data exported to a spreadsheet, you can then import this spreadsheet to the other Pipedrive company account and start working right where you left off.

Transferring data to a different Pipedrive company account

transferring-your-data-with-import2

Transferring your data with Import2

importing-and-exporting-your-data

Importing and exporting your data

There is always a chance that you may have contacts with the same name (e.g., John Smith). For this reason, whenever you run an import in Pipedrive, you will be given the option to recognize and merge duplicates together. You can also choose to bypass this merging step if you prefer to create multiple records.
<figure style="margin: 0px 0px 1em; padding: 0px; border: 0px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-weight: 400; font-stretch: inherit; font-size: 16px; line-height: inherit; --darkreader-inline-border-top: initial; --darkreader-inline-border-right: initial; --darkreader-inline-border-bottom: initial; --darkreader-inline-border-left: initial;" segoe="" vertical-align:="" display:="" outline:="" position:="" box-sizing:="" clear:="" color:="" letter-spacing:="" orphans:="" text-align:="" text-indent:="" text-transform:="" white-space:="" widows:="" word-spacing:="" background-color:="" text-decoration-thickness:="" text-decoration-style:="" text-decoration-color:="" data-darkreader-inline-border-top="" data-darkreader-inline-border-right="" data-darkreader-inline-border-bottom="" data-darkreader-inline-border-left=""><img src="https://lh3.googleusercontent.com/oBMETNOjD7BGJucbYe7No4gHn-UhgqfY0AJ9TqGFj8ZrZDNqdruN5xaSKsb5iV1clyiBQkcL1pUQjiplkqfL0ESnFzE73nZwNf26wWiF6qQvly1IO8-wy2eK3Hj0PdfOpAYvZ9fP" width="624" height="208" data-image="jihthq7ri0op"></figure>
<div class="support-note success primary">Note: If you are concerned with duplicates for contacts that already exist in your Pipedrive account, you may be interested in the Merge Duplicates feature. Learn more about that feature in <a href="https://support.pipedrive.com/article/merge-duplicates" target="_blank">this article</a>.</div>
 If you are not sure which one is right for you, it can be helpful to understand how Pipedrive searches for duplicates and how it handles them in <a href="https://support.pipedrive.com/article/how-does-the-merge-duplicates-feature-identify-duplicates-in-pipedrive" target="_blank">this article</a>.
<hr>
<h2 style="text-align: justify">Deals<a name="deals"></a></h2>
Given that the nature of sales is that you may have multiple deals with the same name, there is no duplicate identifier for deals in Pipedrive. This means that if you import more than one deal with the same name, those deals will not be considered duplicates and all of them will be imported.
<hr>
<h2 style="text-align: justify">People<a name="people"></a></h2>
Once a Person's name has been recognized in the import, Pipedrive will look for the following information to determine if there is a duplicate record: 
<ul><li dir="ltr">Person - Organization</li><li dir="ltr">Person - Phone</li><li dir="ltr">Person - Email</li></ul>
If Pipedrive finds that ANY of those three fields matches another person within the Pipedrive database or the import file, it will merge them together and add any new data included in the import. 
<hr>
<h2 style="text-align: justify">Organizations<a name="organizations"></a></h2>
Once an organization's name has been recognized in the import, Pipedrive will look for the following information to determine if there is a duplicate record: 
<ul><li dir="ltr">Organization - Address</li></ul>
You can have organizations with the same name as long as you always specify the address field. If the address matches any existing organization in your Pipedrive database or import file, it will merge the organizations and add any new information included in the import. 
<hr>
<h2 style="text-align: justify">Examples<a name="examples"></a></h2>
Merging data
Let’s say you import this list of people and all have the same name. In this example, you would eventually end up with two Jon Snows, because matching criteria was found in three of the same rows. 
<figure style="margin: 0px 0px 1em; padding: 0px; border: 0px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-weight: 400; font-stretch: inherit; font-size: 16px; line-height: inherit; --darkreader-inline-border-top: initial; --darkreader-inline-border-right: initial; --darkreader-inline-border-bottom: initial; --darkreader-inline-border-left: initial;" segoe="" vertical-align:="" display:="" outline:="" position:="" box-sizing:="" clear:="" color:="" letter-spacing:="" orphans:="" text-align:="" text-indent:="" text-transform:="" white-space:="" widows:="" word-spacing:="" background-color:="" text-decoration-thickness:="" text-decoration-style:="" text-decoration-color:="" data-darkreader-inline-border-top="" data-darkreader-inline-border-right="" data-darkreader-inline-border-bottom="" data-darkreader-inline-border-left=""><img src="https://kb-cms.pipedriveassets.com/Spreadsheet_duplicates.png" data-image="23254"></figure>
 Matching criteria:
1. Jon Snow in row 1 is created.
2. Pipedrive recognizes “Jon Snow” in row 2 and checks for a matching organization, phone, and/or email. It then realizes the person - name and organization - name are the same in row 2 as they were in row 1 and therefore does not create 2 Jon Snows. Instead, it maps row 2’s unique phone number onto the same phone number created in row 1.
3. Pipedrive recognizes “Jon Snow” in row 3 and checks for matching organization - name, person - phone and person - email. It then finds that the person - email is the same as in row 1 and therefore does not create an additional Jon Snow. Instead, it adds the new Phone number to row 1’s record, as well as updates row 3's organization - name with “The Wall”.
4. Pipedrive recognizes “Jon Snow” in row 4 but this time finds no matching organization - name, person - phone, or person - email to the existing Jon Snow. It, therefore, creates a second Jon Snow with this unique phone number and email address. 
<figure style="margin: 0px 0px 1em; padding: 0px; border: 0px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-weight: 400; font-stretch: inherit; font-size: 16px; line-height: inherit; --darkreader-inline-border-top: initial; --darkreader-inline-border-right: initial; --darkreader-inline-border-bottom: initial; --darkreader-inline-border-left: initial;" segoe="" vertical-align:="" display:="" outline:="" position:="" box-sizing:="" clear:="" color:="" letter-spacing:="" orphans:="" text-align:="" text-indent:="" text-transform:="" white-space:="" widows:="" word-spacing:="" background-color:="" text-decoration-thickness:="" text-decoration-style:="" text-decoration-color:="" data-darkreader-inline-border-top="" data-darkreader-inline-border-right="" data-darkreader-inline-border-bottom="" data-darkreader-inline-border-left=""><img src="https://kb-cms.pipedriveassets.com/merged_duplicates_import.png" data-image="23243"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/contacts_after_import.png" data-image="23264"></figure>
<hr>
<h2 style="text-align: justify">Creating multiple records<a name="creating-multiple-records"></a></h2>
As mentioned at the beginning of this article, you are able to select the option to bypass the merging step. The option to create multiple records could be useful in scenarios when you would like each user to have their own copy of those contacts to work with. It is important to keep in mind that each contact created can have only one owner linked to it. 
<figure style="margin: 0px 0px 1em; padding: 0px; border: 0px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-weight: 400; font-stretch: inherit; font-size: 16px; line-height: inherit; --darkreader-inline-border-top: initial; --darkreader-inline-border-right: initial; --darkreader-inline-border-bottom: initial; --darkreader-inline-border-left: initial;" segoe="" vertical-align:="" display:="" outline:="" position:="" box-sizing:="" clear:="" color:="" letter-spacing:="" orphans:="" text-align:="" text-indent:="" text-transform:="" white-space:="" widows:="" word-spacing:="" background-color:="" text-decoration-thickness:="" text-decoration-style:="" text-decoration-color:="" data-darkreader-inline-border-top="" data-darkreader-inline-border-right="" data-darkreader-inline-border-bottom="" data-darkreader-inline-border-left=""><img src="https://kb-cms.pipedriveassets.com/import_spreadsheet.png" data-image="23208"></figure>
Please note that creating multiple records could create a cluttered database. If you want more than one user linked to a contact, you can create one single item and add the other users as <a href="https://support.pipedrive.com/en/article/followers">followers</a>. By doing this, the owner and followers will have visibility of this item and will be able to work on it, without the need of creating multiple records.

How to avoid duplicates during an import?

people

People

organizations

Organizations

examples

Examples

creating-multiple-records

Creating multiple records

Whether you are moving over to <a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank">Pipedrive Campaigns</a> or just want to have your Mailigen data available in Pipedrive, it only takes a few steps to migrate. 
<hr>
<h2 style="text-align: justify">Exporting data from Mailigen<a name="exporting-data-from-mailigen"></a></h2>
Lists 
To export a list, go to the Lists section and select <a href="https://admin.mailigen.com/contacts" target="_blank">My Lists</a>. Then, click on the list title. On the right-hand side, you will find an Export List button.
<figure><img src="https://kb-cms.pipedriveassets.com/ls_12_export_list.png" data-image="29894"></figure>
Click on the Export list button, and the file for export will be automatically downloaded in .xls format.
Learn more about exporting Lists from Mailigen in <a href="https://support.mailigen.com/how-to-export-a-list" target="_blank">this Mailigen article</a>.
Templates 
To export a campaign template in HTML format, open the Campaign template in Mailigen and click on the gear icon at the top-right corner.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-03-21%20at%2016.49.54.png" data-image="29895"></figure>
Then, switch to the Visual code editor. Copy the HTML code and paste it on a note or document that you can save locally.
<center><figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-03-21%20at%2016.50.16.png" data-image="29896"></figure>
</center><div class="support-note success primary">Note: To ensure that your email template is mobile responsive and can be easily edited in the future, we recommend taking some time to rebuild your templates using the Campaigns <a href="https://support.pipedrive.com/en/article/drag-drop-editor" target="_blank">drag and drop editor</a>.</div>
Reports
Mailigen allows you to export your reports to Adobe PDF and Excel formats. There are two ways to export a report:
<ul><li>From the Report List— Click on the actions button for the report you want to export, and click the Save As PDF button. This will save a PDF version of the report to your computer.</li><li>From the Report Statistics Window— Click on the Export PDF link to download an Adobe Acrobat PDF or the Export XLS Link to download a Microsoft Excel version.</li></ul>
<div class="support-note success primary">Note: Large lists will be exported as .csv. An email with a download link will be sent if the size of the exported file is above 10k rows.</div>
Learn more about exporting Campaign Reports from Mailigen in <a href="https://support.mailigen.com/can-i-export-my-reports" target="_blank">this Mailigen article</a>.
<hr>
<h2 style="text-align: justify">Importing Mailigen data into Pipedrive<a name="importing-mailigen-data-into-pipedrive"></a></h2>
<div style="text-align: justify" class="support-note success primary">Note: This action is only available to users with Account Settings access and regular users with the correct permissions enabled. </div>
As the data exported from Mailigen is in Excel and .csv, it can be easily imported into Pipedrive.
Before you import your data, we recommend reading more about Marketing Contacts in <a href="https://support.pipedrive.com/article/campaigns-marketing-contacts" target="_blank">this article</a>; Marketing Contacts in Pipedrive are the contacts that opted-in to start receiving marketing communications from you.
To import your Mailigen data:
<ol><li>Go to "..." (More)&gt; Import data &gt; <a href="https://app.pipedrive.com/settings/import#/from-file/upload">From a spreadsheet.</a> Click Upload file and select the Mailigen spreadsheet file that you intend to import. </li><li><a href="https://support.pipedrive.com/article/importing-mapping-your-fields" target="_blank">Map</a> your spreadsheet columns to match them to <a href="https://support.pipedrive.com/article/data-fields-in-pipedrive" target="_blank">Pipedrive fields</a>.</li><li>If needed, create <a href="https://support.pipedrive.com/en/article/custom-fields" target="_blank">custom fields</a> during the import process. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-03-21%20at%2020.32.20.png" data-image="29897"></li><li>Click on Next and Start import.</li><li>If there were problems with your import, you can download the Skip file and verify the reason why your items were skipped. Learn more about Skip files and errors in <a href="https://support.pipedrive.com/article/importing-errors-and-skip-files" target="_blank">this article</a>.</li></ol>
Make sure your Mailigen spreadsheets are organized to match your Pipedrive data. You can learn more about importing data into Pipedrive in <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank">this article</a> and how our data is organized in <a href="https://support.pipedrive.com/article/how-is-pipedrive-data-organized" target="_blank">this article</a>.
<div class="support-note success primary">If you are just getting started with Pipedrive Campaigns, you can check out our Campaigns by Pipedrive <a href="https://www.pipedrive.com/en/academy/courses/campaigns" target="_blank">Pipedrive Academy course</a>. </div>

How can I migrate my data from Mailigen to Pipedrive?

exporting-data-from-mailigen

Exporting data from Mailigen

importing-mailigen-data-into-pipedrive

Importing Mailigen data into Pipedrive

When importing from spreadsheets, make sure all monetary values (for default fields such as Deal Value, and for any custom fields where you have currencies) are formatted as numbers without currency symbols (so as 1000000000 as opposed to $1000000000).
If numbers include currency symbols, the Pipedrive import system won't detect them properly and thus all values will be formatted as 0.
If you've already imported and are facing this issue, the best course of action is to revert your import, remove the currency symbols from the spreadsheet you're importing, and import again.

Why do my imported currency values appear as '0'?

Importing Data

<h2 style="text-align: justify">Live webinars <a name="live-webinars"></a></h2>
You can sign up for one of our live webinars below. All of our webinars feature an interactive Q&amp;A chatroom.
<center><figure><iframe src="https://app.livestorm.co/pipedrive/upcoming?limit=3" frameborder="0" height="500"></iframe></figure>
</center>

<hr>
<h2 style="text-align: justify">On-demand webinars <a name="on-demand-webinars"></a></h2>
If there are no upcoming live events, we also have on-demand webinars to help you up your sales. These webinars give a product walkthrough by our product managers, salespeople and success managers here at Pipedrive to provide the best ways to optimize your product usage. 
You can watch them on our <a href="https://www.pipedrive.com/en/webinars" target="_blank">Pipedrive webinars</a> page.

Live and on-demand webinars

live-webinars

Live webinars

on-demand-webinars

On-demand webinars

Webinar: Advanced plan

Webinar: Pipedrive Essential

Webinar: Professional/Enterprise

Webinars are a great way for you to get to know Pipedrive better.

Webinars give an overview of a specific feature or set of features, and provide an opportunity for live Q&A. They're available in English in US, UK and EU timezones, and in Portuguese in Brazilian timezones.

Webinars

<div class="support-note primary">
Note: By default, only admin users have the ability to delete deals in Pipedrive. Users with account settings access can provide the permission to allow other users to delete deals by going to Settings &gt; Manage users &gt; <a href="https://app.pipedrive.com/settings/permissions" title="https://app.pipedrive.com/settings/permissions" data-renderer-mark="true">Permission sets</a> and enabling the "Can delete deals" option for the intended permission set.</div>
 
To delete a deal in the pipeline view, click-and-hold on the deal you wish to delete and drag it to the bottom of the screen. Drag and drop the deal to the DELETE button to delete the deal. 
<figure><img src="https://kb-cms.pipedriveassets.com/deletedeal.gif" alt="deletedeal.gif" width="1237" height="845" data-image="huqskilp9nhh"></figure>

How can I delete a deal in the pipeline view?

One of the main characteristics of Pipedrive is to help you close your deals through the activity-based pipeline functions. 
To help keep track of your <a href="https://support.pipedrive.com/article/activities" target="_blank">activities</a>, the pipeline view of your Pipedrive app organizes your deals by the priority of that deal's next-scheduled activity. We organize your deals to show the deal that requires your immediate attention, depending on the activity you have scheduled for that deal.
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Deals in the pipeline view are displayed in the following order:
<ul>
<li>Deals with a red icon have an overdue activity. This activity should be marked as "Done" (if already completed) so that you can schedule another activity and continue working to close that deal. </li>
<li>Deals with a green icon have an activity that is scheduled for later today, allowing you to see what deals will require your attention soon. You should make sure to do the necessary task and mark it as done in Pipedrive when completed.</li>
<li>Deals with a yellow icon do not yet have an activity scheduled. We suggest scheduling an activity so that you can effectively track the progress of your steps to closing the deal.</li>
<li>Deals with a grey icon have an activity scheduled for the future. Since the activity is scheduled for a time in the future, we do not draw your attention to it, allowing you to concentrate on other tasks.</li></ul>
If more than one deal falls under a certain activity status (e.g., two deals with no planned activities), only the deals with this status will be sorted in the descending order of their creation time, with the newest deals showing first. 
<div class="support-note primary">
Note: Some Pipedrive users may prefer to label their deals as "High Priority" or "Low Priority" by using a single-option custom field. To create a deal-specific custom field, we suggest reading about our custom fields in <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">this article</a>.</div>

How are deals ordered in the pipeline view?

Pipeline View

Knowledge Base

Getting Started

Getting Started

Importing Data

Webinars

Pipeline View

Pipelines

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